Senior Personal Representation Paralegal at Law Firm in New York City, New York, United States — $80K-$120K
- Legal Support
- Law Firm
- New York City, New York, United States USA
- 11/28/20 2020-11-28
Job ID: 29200
Large prestigious top 10 NYC based law firm looking for a Senior Personal Representation Paralegal. The paralegal will assist in multiple and various aspects of estate and trust administration for high worth individuals.
Provide research on legal and tax issues as needed;
Collect and manage information regarding heirs, debts and assets;
Prepare and file Federal and State estate tax returns (Form 706);
Assist clients at probate hearings;
File probate documents, receipts, petitions, etc.;
Create, maintain and provide reporting on accounts for estates and trusts; and
Communicate directly with clients, financial planners and accountants.
Desired Skills and Experience:
Bachelor’s Degree required.
Minimum of 5 years of prior work experience in estate and trust administration within a law firm or the trusts and estates department of a professional services firm.
Superior knowledge of electronic research technology.
Proficient with Microsoft Office Suite (i.e. Word, Excel, Power Point).